+819.2%
WMT vs V
+2,773.8%
-1,954.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.9% |
| 7D | +3.9% | -1.7% | +5.6% | +4.3% |
| 30D | -4.4% | +2.0% | -6.4% | -4.9% |
| 3M | -8.8% | +17.4% | -26.1% | -12.3% |
| 6M | -15.6% | +17.5% | -33.1% | -19.0% |
| YTD | -3.2% | +7.6% | -10.8% | -5.3% |
| 1Y | +7.0% | +7.7% | -0.7% | +4.6% |
| 3Y | +105.3% | +54.7% | +50.6% | +83.5% |
| 5Y | +129.3% | +73.0% | +56.2% | +96.8% |
| 10Y | +423.9% | +390.9% | +33.1% | +243.5% |
| All | +819.2% | +2,773.8% | -1,954.6% | +265.4% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded V wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling